How to Opt In or Out of Ceterus 1099 Service

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Whether this is your first year having Ceterus file 1099s on your behalf or you’ve been using our 1099 service for years, we are happy to assist you during this critical time of year. There may be circumstances where you do not want Ceterus to file 1099s for your business entities. If this is the case, we'll talk through how to opt out of this service as well.

 Note

Only the designated Primary 1099 Contact will be able to view 1099 Manager in Action Center. If you need to change this, please send a request to Ceterus Support.

How to Opt-In to 1099 Service

Opting into service is as simple as sitting on your couch to relax after a long day's work - because that's all you have to do!

Ceterus automatically will opt you into 1099 Service as long as you do not checkmark anything on the Legal Business Manager screen in 1099 Manager. If you leave these business entities unchecked, we will assume to continue 1099 service for those entities.

How to Opt-Out of 1099 Service

Opting out of 1099 service is a little different. You must inform Ceterus if you decide you do not want us to file and manage your 1099 services for any legal business entities you have with us.

 Reminder

Edge Users can only opt-out of service before January 15th. If you wish to opt out of service after this date, please send a request to Ceterus Support.

To opt-out of service:

  1. Log into Edge
  2. Go to Action Center > 1099 Manager
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  3. Select the Legal Business Manager tab
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  4. Select Tax Year > And choose the tax year for this year. Previous years will not allow you to opt-out of service
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  5. Find the legal business entity you do not need Ceterus to complete 1099 service
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  6. At the end of that legal business entities row, check the box under Tax Year XXXX Opt-Out column
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How to Opt Back In to 1099 Service after Opting-Out

Changed your mind and need us to complete 1099s? As long as you are wanting to opt in before January 15th, you can follow the below steps to opt back into service:

 Reminder

If you need to opt back into service after January 15th, please submit a request to Ceterus Support.

  1. Log into Edge
  2. Go to Action Center > 1099 Manager
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  3. Select the Legal Business Manager tab
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  4. Select Tax Year > And choose the tax year for this year. Previous years will not allow you to change your opt-status
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  5. Find the legal business entity you opted out of service initially
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  6. At the end of that legal business entities row, uncheck the box under Tax Year XXXX Opt-Out column
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More Questions? Email Ceterus Support

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